About Us

Founded in 1999, ZRC is a San Francisco Bay Area based Registered Investment Advisor with offices in Santa Rosa, Walnut Creek, and Sonoma. Our mission is to help individuals and families achieve their financial goals by providing expert investment advice and management. ZRC manages more than $130 million for 100 families, individuals, and company retirement plans.

As an independent and privately held firm, ZRC specializes in helping investors grow, manage, and protect their wealth. We develop and supervise investment portfolios designed to provide the investor with key benefits - proven asset management expertise, diversification, and liquidity - delivered with our personalized and responsive service. As a Fiduciary and fee-only – ZRC places the interests of clients above all else.

Business size

1-10 employees

Commercial presence